Financial Planning Partner Assistant The Partner Assistant supports the Financial Planning Partner(s) in providing client services support to the Financial Planning Partner and is the liaison person between the practice reporting etc). Liaison between Financial Planner Partner and product providers (PPs). Equipped to follow requirements on behalf of the Financial Planning Partner(s). Adhere to the culture and principles of Treating documentation for engagement between Financial Planning Partner and client. FICA and AML capture and checking on
RCC meetings Assist with Technical queries to partners and managers Identify areas of training based with senior staff and partners Working knowledge of CaseWare, Excel, Word, Pastel, Microsoft Outlook. Experience
experience in Pastel and Excel. Minimum Requirements: · Computer literacy is essential: Excel & Pastel Accounting
Forecasts/Liabilities o Reporting Payroll o DOL (Department of Labour) o Payroll Reporting o SARS Information post-qualification experience in Payroll (preferably in People 300/VIP Payroll). •Case ware knowledge and experience
Forecasts/Liabilities o Reporting Payroll o DOL (Department of Labour) o Payroll Reporting o SARS Information post-qualification experience in Payroll (preferably in People 300/VIP Payroll). •Case ware knowledge and experience
English and Afrikaans
Software knowledge: Pastel, Excel and Word
Duties:
Data
legislation
Training), time and attendance maintenance and payroll input, training scheduling and coordination, remuneration efficiently. Key Responsibilities Payroll Input Capture monthly payroll input to ensure accurate and timeous checked and authorized time and attendance data for payroll processing, and ensure correct salary payments employees Assist Senior HR Officer to optimize the payroll input process HR Support Responsible for management environment and dealing with employee day-to-day queries Payroll input experience including sign-off on Time &
Training), time and attendance maintenance and payroll input, training scheduling and coordination, remuneration efficiently. Key Responsibilities Payroll Input Capture monthly payroll input to ensure accurate and timeous checked and authorized time and attendance data for payroll processing, and ensure correct salary payments employees Assist Senior HR Officer to optimize the payroll input process HR Support Responsible for management environment and dealing with employee day-to-day queries Payroll input experience including sign-off on Time &
speak English and Afrikaans Software knowledge: Pastel, Excel and Word Duties: Data capturing Reconciliations